Sunpointe’s iShares Russell 2000 Value ETF IWN Stock Holding History

Sunpointe’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$378K	Hold	1,709	–	–	0.11%	170
2026 Q1	$324K	Buy	1,709 +509	+42%	+$98.5K	0.11%	191
2025 Q4	$217K	Hold	1,200	–	–	0.07%	239
2025 Q3	$212K	Buy	+1,200	New	+$203K	0.08%	228
2024 Q4	–	Sell	-1,200	Closed	-$200K	–	203
2024 Q3	$200K	Buy	+1,200	New	+$195K	0.16%	163
2024 Q1	–	Sell	-1,339	Closed	-$208K	–	140
2023 Q4	$208K	Buy	+1,339	New	+$185K	0.26%	121

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sunpointe's IWN Position: Q2 2026 in Review

Sunpointe held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,709 shares worth $378K. The position accounts for 0.11% of the portfolio, ranked #170.

Sunpointe first reported a position in IWN in Q4 2023 and has held it in 6 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Sunpointe held 1,709 shares of iShares Russell 2000 Value ETF worth $378K as of Q2 2026.
Sunpointe left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.11% of Sunpointe's portfolio in Q2 2026, its #170 holding.
Sunpointe first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 6 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.